PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q2 2026
Institutional positions in PepsiCo Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 10 institutions have reported holding PEP so far. See Q3 2026
- Institutional holders
- 3,421
- −90 vs. Q1 2026
- Shares held
- 1.08B
- +25.6M (+2.4%) vs. Q1 2026
- Total value
- $146.5B
- −$16.7B (−10.3%) vs. Q1 2026
- New holders
- 155
- 1,341 more added
- Sold out
- 245
- 1,536 more reduced
55 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shum Financial Group, Inc. | 3,873 | $524.4K | 0.32% | −501−11.5% | Reduced |
| Arcataur Capital Management LLC | 3,862 | $522.9K | 0.13% | +44+1.2% | Added |
| McAdam, LLC | 3,860 | $522.6K | 0.02% | +135+3.6% | Added |
| Sigma Investment Counselors Inc | 3,858 | $522.4K | 0.03% | +700+22.2% | Added |
| Hardy Reed LLC | 3,858 | $522.4K | 0.03% | −13−0.3% | Reduced |
| Thrive Wealth Management, LLC | 3,858 | $522.3K | 0.07% | −21−0.5% | Reduced |
| Capital Advisors, Ltd. LLC | 3,857 | $522.0K | 0.05% | −157−3.9% | Reduced |
| JNBA Financial Advisors | 3,848 | $521.0K | 0.04% | +77+2.0% | Added |
| Golden State Wealth Management, LLC | 3,842 | $520.3K | 0.05% | +1,059+38.1% | Added |
| Winthrop Partners - WNY, LLC | 3,839 | $519.8K | 0.26% | −10.0% | Reduced |
| First Business Financial Services, Inc. | 3,836 | $519.4K | 0.04% | +27+0.7% | Added |
| Etesian Wealth Advisors, Inc. | 3,825 | $517.9K | 0.15% | −248−6.1% | Reduced |
| Fairvoy Private Wealth, LLC | 3,812 | $516.1K | 0.10% | −7−0.2% | Reduced |
| October Effect Ltd | 3,812 | $516.1K | 0.49% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 3,809 | $515.7K | 0.02% | −287−7.0% | Reduced |
| Winton Group Ltd | 3,800 | $514.5K | 0.02% | +1,300+52.0% | Added |
| Maseco LLP | 3,792 | $513.5K | 0.01% | −74−1.9% | Reduced |
| Well Done, LLC | 3,791 | $513.3K | 0.07% | −124−3.2% | Reduced |
| Certified Advisory Corp | 3,785 | $512.5K | 0.04% | +529+16.2% | Added |
| Pines Wealth Management, LLC | 3,785 | $512.5K | 0.15% | −38−1.0% | Reduced |
| Seeds Investor LLC | 3,785 | $512.4K | 0.05% | −694−15.5% | Reduced |
| Invst, LLC | 3,785 | $512.4K | 0.05% | −1,574−29.4% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,773 | $510.9K | 0.37% | +1,843+95.5% | Added |
| Aviso Financial Inc. | 3,770 | $510.5K | 0.02% | −205,609−98.2% | Reduced |
| Symmetry Partners, LLC | 3,765 | $509.7K | 0.03% | −524−12.2% | Reduced |
| Michael Brady & Co., LLC | 3,751 | $507.9K | 0.45% | +276+7.9% | Added |
| Register Financial Advisors LLC | 3,746 | $507.1K | 0.16% | +88+2.4% | Added |
| Farringdon Capital, Ltd. | 3,741 | $506.5K | 0.25% | +3,741 | New |
| Mill Capital Management, LLC | 3,739 | $506.3K | 0.03% | −130−3.4% | Reduced |
| Silverlake Wealth Management LLC | 3,738 | $506.1K | 0.10% | +437+13.2% | Added |
| Eagle Wealth Advisors LLC | 3,734 | $505.6K | 0.39% | +730+24.3% | Added |
| Paul Damon & Associates, Inc. | 3,731 | $505.2K | 0.20% | +149+4.2% | Added |
| MQS Management LLC | 3,731 | $505.2K | 0.62% | +2,073+125.0% | Added |
| Onefund, LLC | 3,721 | $503.8K | 0.29% | −38−1.0% | Reduced |
| Global Assets Advisory, LLC | 3,573 | $503.0K | 0.11% | −451−11.2% | Reduced |
| Summit Wealth Group LLC | 3,703 | $501.4K | 0.04% | +61+1.7% | Added |
| Code Waechter LLC | 3,690 | $499.6K | 0.26% | −19−0.5% | Reduced |
| Elevated Capital Advisors, LLC | 3,690 | $499.6K | 0.14% | −2,482−40.2% | Reduced |
| Orca Investment Management, LLC | 3,686 | $499.1K | 0.36% | −53−1.4% | Reduced |
| Aurora Investment Managers, LLC. | 3,673 | $497.0K | 0.30% | +3,673 | New |
| Northstar Asset Management Inc | 3,670 | $496.9K | 0.15% | −76−2.0% | Reduced |
| Financial Solutions Advisory Group, Inc. | 3,598 | $496.0K | 0.06% | −440−10.9% | Reduced |
| JT Stratford LLC | 3,655 | $494.9K | 0.05% | −262−6.7% | Reduced |
| PCG Asset Management, LLC | 3,655 | $494.9K | 0.35% | −41−1.1% | Reduced |
| Security Financial Services, INC. | 3,654 | $494.8K | 0.07% | −543−12.9% | Reduced |
| Voleon Capital Management LP | 3,649 | $494.1K | 0.01% | −30,988−89.5% | Reduced |
| Montchanin Asset Management, LLC | 3,650 | $494.0K | 0.50% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,642 | $493.1K | 0.17% | −141−3.7% | Reduced |
| Marin Bay Wealth Advisors, LLC | 3,641 | $493.0K | 0.27% | −93−2.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,641 | $493.0K | 0.03% | −338−8.5% | Reduced |
| Old Mission Investment Co LLC | 3,641 | $493.0K | 0.10% | −36−1.0% | Reduced |
| Keel Point, LLC | 3,638 | $492.6K | 0.03% | −1,013−21.8% | Reduced |
| Griffith & Werner, Inc. | 3,633 | $492.0K | 0.23% | +6+0.2% | Added |
| Rock Point Advisors, LLC | 3,623 | $490.6K | 0.12% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,618 | $489.9K | 0.12% | −409−10.2% | Reduced |
| Commonwealth Financial Services, LLC | 3,612 | $489.0K | 0.07% | −125−3.3% | Reduced |
| FinDec Wealth Services, Inc. | 3,608 | $488.5K | 0.58% | 00.0% | Unchanged |
| Consolidated Planning Corp | 3,607 | $488.4K | 0.07% | +39+1.1% | Added |
| Continuum Advisory, LLC | 3,606 | $488.3K | 0.04% | +117+3.4% | Added |
| Magnetar Financial LLC | 3,595 | $486.8K | 0.00% | +386+12.0% | Added |
| Cary Street Partner Investment Advisory LLC | 3,594 | $486.5K | 0.10% | −11−0.3% | Reduced |
| WBI Investments | 3,592 | $486.4K | 0.12% | +3,592 | New |
| MJP Associates Inc | 3,585 | $485.5K | 0.05% | −309−7.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,581 | $484.9K | 0.06% | −30−0.8% | Reduced |
| JM2 Capital Inc. | 3,579 | $484.6K | 0.33% | −11−0.3% | Reduced |
| Souders Financial Advisors | 3,578 | $484.5K | 0.05% | −259−6.8% | Reduced |
| Palisade Capital Management LLC | 3,577 | $484.3K | 0.02% | +47+1.3% | Added |
| Lesa Sroufe & Co | 3,572 | $484.0K | 0.35% | 00.0% | Unchanged |
| Renasant Bank | 3,572 | $483.6K | 0.31% | +25+0.7% | Added |
| City State Bank | 3,567 | $483.0K | 0.11% | −20−0.6% | Reduced |
| Lewis Asset Management, LLC | 3,564 | $482.6K | 0.17% | +60+1.7% | Added |
| Hoge Financial Services, LLC | 3,557 | $481.7K | 0.23% | −94−2.6% | Reduced |
| Laraway Financial Inc | 3,554 | $481.2K | 0.29% | −320−8.3% | Reduced |
| Commons Capital, LLC | 3,539 | $479.2K | 0.34% | +28+0.8% | Added |
| Bayban | 3,538 | $479.0K | 0.37% | −400−10.2% | Reduced |
| Insight 2811, Inc. | 3,533 | $478.4K | 0.19% | +263+8.0% | Added |
| LifePlan Financial, LLC | 3,532 | $478.2K | 0.33% | +3,532 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,527 | $477.6K | 0.10% | −600−14.5% | Reduced |
| BWM Planning, LLC | 3,524 | $477.2K | 0.11% | +13+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,523 | $477.0K | 0.02% | +307+9.5% | Added |
| Legacy Edge Advisors, LLC | 3,517 | $476.2K | 0.04% | −4−0.1% | Reduced |
| Investment Partners Asset Management, Inc. | 3,512 | $475.5K | 0.27% | −730−17.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,505 | $474.6K | 0.10% | −257−6.8% | Reduced |
| First Growth Capital LLC | 3,496 | $473.4K | 0.36% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 3,486 | $472.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 3,484 | $471.7K | 0.20% | +153+4.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,482 | $471.5K | 0.04% | +787+29.2% | Added |
| Lawood & Co | 3,472 | $470.1K | 0.32% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,470 | $469.8K | 0.12% | +11+0.3% | Added |
| Alamar Capital Management, LLC | 3,463 | $468.9K | 0.24% | 00.0% | Unchanged |
| Argentarii, LLC | 3,387 | $468.8K | 0.14% | −2,094−38.2% | Reduced |
| Central Bank & Trust Co | 3,461 | $468.6K | 0.07% | −174−4.8% | Reduced |
| Community Financial Services Group, LLC | 3,319 | $468.5K | 0.07% | +223+7.2% | Added |
| Waterfront Wealth Inc. | 3,402 | $467.4K | 0.07% | +22+0.7% | Added |
| Vista Investment Partners II, LLC | 3,449 | $466.9K | 0.18% | −34−1.0% | Reduced |
| Capital Wealth Planning, LLC | 3,445 | $466.5K | 0.00% | −15−0.4% | Reduced |
| Meeder Asset Management Inc | 3,441 | $465.9K | 0.02% | −851−19.8% | Reduced |
| Crumly & Associates Inc. | 3,432 | $464.7K | 0.09% | +578+20.3% | Added |
| Hardin Capital Partners, LLC | 3,411 | $463.9K | 0.22% | −42−1.2% | Reduced |
| Requisite Capital Management, LLC | 3,413 | $462.1K | 0.08% | +2+0.1% | Added |